MI Dashboards for Managing Agents: KPIs that Matter
Dashboards only help when they track the right things and drive action. Here are the London KPIs that move the needle-and how EI surfaces them.
What to Trend
- Touch time (inbox → first action)
- Cycle time (placement and servicing)
- TAT on endorsements, COIs, reconciliations
- Accuracy (critical-field QC pass rate)
- Exceptions (volume, severity, ageing)
Configuring Dashboards in EI
- Role-based views for coverholders, MAs and brokers
- Drill downs from KPI → case → evidence pack
- Scheduled exports to stakeholders
Using MI for Capacity & Compliance Conversations
- Evidence cycle time improvements and QC outcomes
- Show exception resolution and backlog trends
- Support audits with versioned artefacts
FAQs
Which KPIs should managing agents track?
Touch time, cycle time, TAT on endorsements/COIs/reconciliations, critical-field accuracy and exception volumes/ageing.
Can we export MI to stakeholders?
Yes. Dashboards support scheduled exports and drill-downs to evidence packs for audits and committees.
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